As soon as new real estate agents join your brokerage, it is critical they complete onboarding before being permitted to start working. This step ensures they are ready to serve clients quickly and close deals efficiently – but with such a busy brokerage schedule it can be easy for agents to forget or lose track of what needs to be completed. With agent onboarding software in place you can automate checklists so every agent completes the necessary steps successfully.

Onboarding new agents is essential to building teams and cultivating an inclusive culture within your company. New agents need to become acquainted with your brokerage’s tools and systems as well as how best to serve clients effectively, while also submitting necessary paperwork like tax forms and bank information. This may become time consuming if dealing with multiple agents at once.

An efficient onboarding process is vital to your business’s success, helping attract and retain top talent while making life easier for agents in their roles. Real estate agent onboarding software should offer tailored onboarding experiences tailored to each agent that improves quality services provided by your brokerage.

One of the primary reasons that agents fail in real estate is due to improper onboarding. Typically, this onboarding process involves an experienced agent training and mentoring an incoming agent; however, this can become difficult when their schedule gets full with other responsibilities or they miss training sessions due to other commitments; failing to attend them could delay progress towards career growth for this individual agent and prevent them from fulfilling tasks such as updating social media profiles or uploading compliance documents.

Failing to complete onboarding tasks properly can delay starting work with your brokerage and prevent them from closing deals as quickly as they should. Furthermore, some agents may become so dissatisfied with lack of support that they decide to leave altogether.

Real estate agent onboarding software makes the onboarding process more streamlined, automating it more efficiently, and providing agents with more freedom. Instead of being required to undergo training under someone’s direct instruction, agents can use onboarding software independently to complete it themselves at their convenience and any time. In addition, this software enables agents to upload necessary documentation as well as update their profile within your brokerage database.

While some real estate brokerages still rely on manual management of their onboarding processes, most have switched to software. Real estate agent onboarding software allows you to create individual checklists for each agent and automatically track their progress; you can also store all their documents easily accessible in one central place like Clustdoc’s online forms for new agents that gather GAAR transfer forms, office intake forms, license for real estate associates or MLS subscriber agreements and upload them into folders on the cloud so they are accessible when necessary.